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Stamford Associates

Established in London in 1984, Stamford Associates is a leading international investment research consultancy and is authorised and regulated by the Financial Conduct Authority.

Stamford Associates concentrates its entire resource to servicing a small number of institutional clients amongst which St. James’s Place is unique, being the only provider of wealth management solutions to private individuals.

It has a dedicated team that has a wealth of experience encompassing asset management, portfolio analysis, performance measurement, behavioural finance and investment consultancy.

Stamford Associates is totally independent of St. James’s Place and, like our external fund managers, is under contract to us to provide a range of investment consultancy services. Their task is to work with the Investment Committee to help achieve its objective of generating superior investment results over time.

Stamford Associates’ forward-looking philosophy aims to achieve superior investment results by applying a fundamentally driven investment discipline and through identifying exceptional investment professionals. They provide highly specialised skills that would not normally be available to private clients or trustees but which are essential if investors want to aim to achieve superior performance.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The St. James's Place approach to investment management only applies to St. James's Place products.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.